We are live on ! Find out more
SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$4.14M
3
+$3.8M
4
DD icon
DuPont de Nemours
DD
+$3.72M
5
K
Kellanova
K
+$3.67M

Top Sells

1
+$5.31M
2
+$5.26M
3
+$5.23M
4
CA
CA, Inc.
CA
+$4.52M
5
CVX icon
Chevron
CVX
+$4.06M

Sector Composition

1 Technology 21.57%
2 Financials 17.17%
3 Communication Services 11.99%
4 Healthcare 11.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
– –
-26,000
852
– –
-14,054
853
– –
-4,979
854
– –
-9,408
855
– –
-1,260
856
– –
-5,338
857
– –
0
858
– –
-10,858
859
– –
-5,309
860
– –
-7,248
861
– –
-1,287
862
– –
-2,872
863
– –
-17,250
864
– –
-3,370
865
– –
-29,000
866
– –
-16,638
867
– –
-32,134
868
– –
-3,712
869
– –
-10,831
870
– –
-13,894
871
– –
-1,647
872
– –
-31,339
873
– –
-5,059
874
– –
-6,390
875
– –
-4,613
33 34
35
36 37